This week's points
Japanese stocks are expected to continue growing this week. At the Bank of Japan monetary policy meeting to be held on 18-19The focus is on the presence or absence of policy revisions and whether hints for early normalization will come out. Early normalization observations rapidly strengthened in the first half of December in response to President Ueda's “challenging” remarks, but at this meetingPredictions to maintain the status quo are dominant. There is a high probability that the press conference will be an opportunity to confirm the true meaning of such statements. Also, due to the reduction in interest rate differences between Japan and the US, the increase in interest rate differences so far has been built up as materialMovements to reduce holding heightSince it's easy to head to, on the 19thContents of Governor Ueda's press conferenceThere is a lot of interest.
The first half of the week was turbulent due to speculations about the Bank of Japan meeting, but once the event passedexhaustionThere is awareness, and the movement to determine US economic indicatorsFix delays in response to strong US stocksIt is expected that there will be a move. It is expected that global risk appetite, which was strengthened in the wake of early US interest rate cut observations, will continue.If people who don't want to miss out on this trend come in, it's easy to become a year-end rally. Due to the pigeon shift in the US FOMC in December,Expectations for the Santa Claus rallyIt's been done....